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Blue Chip Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Blue Chip Partners’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,537
Closed -$212K – 196
2023
Q4 		$212K Sell
1,537
-56
-4% -$7.19K 0.02% 134
2023
Q3 		$201K Hold
1,593
– – 0.02% 134
2023
Q2 		$212K Buy
1,593
+7
+0.4% +$902 0.02% 138
2023
Q1 		$210K Buy
1,586
+6
+0.4% +$798 0.02% 134
2022
Q4 		$197K Buy
+1,580
New +$194K 0.02% 135

Other funds holding IYM

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Blue Chip Partners's IYM Position: Q1 2024 in Review

Blue Chip Partners sold out of iShares US Basic Materials ETF (IYM) in Q1 2024, closing a stake of 1,537 shares — an estimated $212K sold.

Blue Chip Partners first reported a position in IYM in Q4 2022 and held it in 5 quarters. The position peaked at $212K in Q4 2023. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

  • Blue Chip Partners reported no remaining iShares US Basic Materials ETF position as of Q1 2024 after selling out during the quarter.
  • Blue Chip Partners sold 1,537 iShares US Basic Materials ETF shares in Q1 2024, an estimated $212K.
  • Blue Chip Partners first reported a position in iShares US Basic Materials ETF in Q4 2022 and held it in 5 quarters.
  • Blue Chip Partners's iShares US Basic Materials ETF position peaked at $212K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

Based on Blue Chip Partners's 13F filing for Q1 2024, filed 25 Apr 2024.